Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,429 | $97,729-32.0% | $83,830-20.8% | $135,379-50.9% |
| Participation rate | 71.4% | 80.0%-8.5pp | 76.1%-4.7pp | 82.6%-11.2pp |
| Annual return | -12.24% | 1287.52%-1299.8pp | 850.97%-863.2pp | 519.79%-532.0pp |
| Employer contribution / active EE | $1,548 | $4,222-63.3% | $3,631-57.4% | $4,779-67.6% |
| Participant deferral / active EE | $1,931 | $4,683-58.8% | $4,082-52.7% | $5,609-65.6% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,479-100.0% | $10,828-100.0% |